A hub for independent voices and hard truths
Multiple risk stack flagged, macro shock, private credit stress, AI valuation reset risk combined. Global stock markets are too high and set to fall, says Bank of England deputy “The thing that really keeps me awake at night is the likelihood of a number of risks crystallising at the same …
President Trump says Cuba is “about to fall” and “we’re going to put Marco over there”. pic.twitter.com/keNVsdqviY — ALX 🇺🇸 (@alx) March 6, 2026 Factcheck: Yes, it’s true. In a March 6 phone interview with CNN’s Dana Bash, President Trump said unprompted: “Cuba is gonna fall pretty soon… They want …
Source: https://www.cnbc.com/2026/02/28/berkshire-hathaway-brka-q4-2025-earnings.html Berkshire Hathaway reported a big decline in its operating earnings for the fourth quarter, due in large part to weakness in the conglomerate’s insurance business. Earnings from operations totaled $10.2 billion in Q4. That’s down more than 29% from $14.56 billion in the year-earlier period. This was the final …
#Gold long-term structure suggests much higher levels ahead. pic.twitter.com/AXOuccKD7f — Gold Predictors (@GoldPredictors) February 16, 2026 As illustrated in these MacroMicro charts, China’s holdings of US Treasuries have continued to fall.Given the steady issuance of new securities by the US government, China’s share of total UST holdings has dropped even …
Trump is setting up Kevin Warsh as the fall guy. He needs someone to blame when rates rocket. Bookmark it. https://t.co/aLQLRJxOOn — The Great Martis (@great_martis) February 10, 2026 Former Fed Chairman Alan Greenspan on how the US will ultimately solve its debt problem. They will print their way out …
The economy looks fine on paper while people struggle just to get by. As Statista’s Felix Richter reports below, according to the U.S. Bureau of Labor Statistics, 9.3 million Americans reported working multiple jobs in November 2025 – the highest number ever recorded since the BLS started tracking multiple jobholders …
A sustained commodities rally would likely snap the dollar’s trend line and push de-dollarization into overdrive. The dollar is no longer a safe haven. Treasury bonds are no longer a safe haven. Bitcoin was never a safe haven. Gold and silver have reclaimed their historical role as the safe havens …
Turns out printing confidence does not work forever. Gold just embarrassed every major currency at the same time. The Yen, Euro and US Dollar currencies all reached new all time record lows against Gold (real money) today. Gold is money.Everything else is just a currency. pic.twitter.com/TONvfyFZsp — Wall Street Mav …
via notayesmanseconomics 2026 has started in economic terms at quite a pace. Today’s adventure can be looked at via something I have followed for several decades now. It involves which is sometimes called the Great British Peso and here is what I posted on social media yesterday morning, A new …
BREAKING: $JPM ’s IB fees fall missing the firms own guidance. pic.twitter.com/Im0Z0EnYFM — Unicus (@UnicusResearch) January 13, 2026 Here: I was still trying to wake up: pic.twitter.com/5QdXmcGVmw — Unicus (@UnicusResearch) January 13, 2026
This is the part where everyone points to spending and jobs like proof everything’s fine, right before both roll over at the same time. THE STOCK MARKET CRASH IS SET UP PERFECTLY! 1. Consumers are still spending money they don’t have. – Consumer spending makes up 70% of GDP – …
If prices will not fall 33%, is slashing mortgage rates the only way out? Needs to happen, rates will come down Grant. If that happens, $TLT rockets!https://t.co/VLyNoxoVgK — Common Sense Investor (CSI) (@commonsenseplay) January 6, 2026
The Capture of Maduro and Energy Market ramifications. Venezuela, home to the world’s largest proven oil reserves, now sits at the center of a major geopolitical shift. With Nicolás Maduro captured and U.S. influence likely to extend over Venezuelan oil assets, the balance of global crude supply could change meaningfully. …
Iran reportedly developing chemical, biological missile warheads Iran is reportedly developing chemical and biological warheads for its ballistic missiles, even as the country faces mounting domestic unrest fueled by a collapsing currency and soaring inflation, according to an exclusive report published by Iran International on Sunday. The outlet, citing unnamed …
US ADVANCE Q3 GDP +4.3% (CONSENSUS +3.3%) — *Walter Bloomberg (@DeItaone) December 23, 2025 Huge GDP beat.No inflation.Best economy in history.Cut rates to 0️⃣. Too much winning. — TT3 (@TradingThomas3) December 23, 2025 🇺🇸 Morning Economic Data: *Q3 GDP: Beat 🟢*Q3 Consumer Spending: Beat 🟢*Durable Goods Orders: Miss 🔴*Core Durable …
pic.twitter.com/NSn8Oqi4rJ — Annie (@ZeroWarningShot) December 11, 2025 BREAKING: US rent prices declined -0.2% MoM in November, to $1,706, recording the largest November drop in at least 15 years. This also marks the 5th consecutive month of flat or negative rent changes. Annual rent growth slowed to +0.7%, down from +1.5% …
via Jesse Felder Brij Khurana writes that corporate profits, “have been inflated by massive government deficits, ambitious business investment, and debt-funded shareholder returns. If fiscal stimulus subsides and household savings rates rise—whether because of AI or any other reason—the Kalecki-Levy equation suggests the bubble that has sustained U.S. corporate profits since …
The Tesla paradox: the more profits fall, the more the stock rises. byu/cxr_cxr2 inTheTicker Over the past three years, the stock has risen by more than 120%, while revenue has grown by only 17% and profits have FALLEN by nearly 60%. h/t cxr_cxr2
US imports have started contracting. The chart shows that inbound loaded containers arriving at the Los Angeles and Long Beach ports in California were shrinking as of October. US imports were the main pillar of global trade in the past three years. Hence, a drop in US imports would entail …
Silver is experiencing a moment of profound significance, with major implications for the history of hard money, fiat currency debasement, and — most critically — inflation. We’re seeing one of the most volatile monetary assets approach a breakout above its previous highs, potentially setting the stage for a historic move. …
(Bloomberg) — Applications for US unemployment benefits unexpectedly fell last week to the lowest since mid-April, remaining relatively subdued amid economic uncertainty. Initial claims decreased by 6,000 to 216,000 in the week ended Nov. 22. The median forecast in a Bloomberg survey of economists called for 225,000 applications. Continuing claims, …
This is Obama’s footage from 2014.The internet has been recycling the same Obama-era border photos for a decade and blaming whichever politician they hate that week.At this point it’s not activism — it’s emotional click-bait for people who don’t have the brain capacity to check… — Saltytattooedmomma (@Saltytattoomom) November 24, …
The Japanese carry trade has gone into reverse so it’s inevitable. Japan is in denial on debt. It's 10-year gov't bond yield is only 1.8% (blue), which looks ok, but that same yield 10-years forward is 4.0% (orange) and 20-years forward is 4.4% (red). The only certainty for Japan is …
“We’ve essentially reached a deal with Switzerland,” U.S. Trade Representative Jamieson Greer told CNBC’s “Squawk Box” on Friday morning. Duties will be reduced to 15%, the Swiss government said in a post on X, adding that further details will be announced at 4 p.m. local time. As part of the …
CoreWeave shares closed down 16% on Tuesday after CEO Mike Intrator addressed delays at a third-party data center developer that hit full-year guidance in its latest earnings report. “Quite frankly, every single part of this quarter went exactly as we planned, except for one delay at a singular data center,” …
New home sales in China collapsed by 42% in October when compared to last October, representing more than just another setback for the beleaguered Chinese real estate market, the world’s largest asset class. This is a major problem for Chinese banks, not that they were expecting different. So, we see …
Rare-Earths Stocks Fall. This U.S. Company Has a Plan to Cut China Dependence. https://t.co/0rIU2NfC1y — Barron's (@barronsonline) October 28, 2025 TORONTO, ON / ACCESS Newswire / October 24, 2025 / Aclara Resources Inc. (“Aclara” or “Company”) (TSX:ARA) is pleased to announce its decision to construct the first heavy rare earths (HREE) separation facility …
